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Innovator US Equity Buffer ETF December

64 hedge funds and large institutions have $69.4M invested in Innovator US Equity Buffer ETF December in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
64
Holders Change
-5
Holders Change %
-7.25%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
W
1
Wealthquest
Ohio
$9.45M 260,899 -27,703 -10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.1M 168,373 +1,051 +0.6%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.19M 115,585 -23,114 -17%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.05M 111,713 -2,044 -2%
PCM
5
Penserra Capital Management
California
$3.38M 93,261 +5,015 +6%
KF
6
Krilogy Financial
Missouri
$2.86M 78,995 -48,520 -38%
CA
7
Cetera Advisors
Colorado
$2.55M 70,289 -2,513 -3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.45M 67,644 -4,315 -6%
BPA
9
Beacon Pointe Advisors
California
$2.02M 55,667 +20,376 +58%
MPCL
10
My Personal CFO LLC
Washington
$2.02M 55,640
BA
11
Bellwether Advisors
Nebraska
$1.81M 50,089
AGA
12
Accuvest Global Advisors
Utah
$1.6M 44,200 +442 +1%
CAN
13
Cetera Advisor Networks
California
$1.57M 43,312 -1,000 -2%
BTI
14
Blue Trust Inc
Georgia
$1.45M 42,891 +42,891 New
LNC
15
Lincoln National Corp
Pennsylvania
$1.42M 39,071
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.36M 37,456 -1,150 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.24M 34,128 +6,957 +26%
VFPW
18
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.06M 29,286 -578 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$955K 26,363 +10,272 +64%
AWM
20
AE Wealth Management
Kansas
$896K 24,735 -191 -0.8%
OMC
21
Old Mission Capital
Illinois
$892K 24,627 +13,198 +115%
BWM
22
BCS Wealth Management
Tennessee
$874K 24,134 -1,661 -6%
TFS
23
Thoroughbred Financial Services
Tennessee
$864K 23,861 +3,900 +20%
IIA
24
Integral Investment Advisors
California
$853K 23,543 -1,154 -5%
KWM
25
KFG Wealth Management
Indiana
$848K 23,406 +10,655 +84%